CIGNA Retirement and Investment Services
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CIGNA Retirement and Investment Services Employees
Ameritas August 2015 - Present
Securian Financial Group August 2005 - August 2015
Nationwide Financial June 1999 - August 2005
CIGNA Retirement and Investment Services February 1998 - June 1999
Aetna Retirement Services, Inc. June 1986 - February 1998
Education
Ithaca College 1982 — 1986
Bachelor of Science (B.S.), Business Administration
Prudential Retirement July 2013 - Present
Prudential Retirement September 2010 - July 2013
Prudential Retirement April 2008 - September 2010
Prudential Retirement May 2004 - April 2008
CIGNA Retirement and Investment Services April 2000 - April 2004
Producers Financial 1998 - 1999
Skills
Qualified Retirement..., Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Investments, Insurance, Securities, Pensions, Risk Management, Investment Management, Cross-functional Team..., 401k, Wealth Management, Life Insurance, Customer Service
Education
Clarke University 2007 — 2012
Bachelor of Business Administration (BBA), Marketing
Northeast Iowa Community College-Calmar 1996 — 1998
3 Diplomas, Business
AVID Technical Resources February 2015 - Present
LeapFrog Systems June 2013 - November 2014
Cognizant Technology Solutions November 2011 - March 2013
Fallon Community Health Plan July 2011 - October 2011
Coldwell Banker Residential Brokerage December 2007 - February 2011
System Sanity Inc. July 2000 - September 2007
Sargent Manufacturing September 1998 - February 1999
Cigna Retirement and Investment Services January 1998 - May 1998
Southern New England Telephone September 1996 - December 1997
Bankers Trust March 1995 - June 1996
Skills
Visio, Microsoft SQL Server, Visual Basic, SharePoint, DB2, XML, JAD, Agile Methodologies, Oracle, UML, Use Case Analysis, Unix, HTML, SDLC, Requirements Analysis, SQL, Data Warehousing, Testing, Requirements Gathering, Software Project..., Integration, Quality Assurance, Business Analysis, Data Modeling, Database Design, Databases, Vendor Management, Project Management, Interface Specification, JavaScript, Web Applications, Access, .NET, Business Requirements, ASP.NET, Information Technology, Business Intelligence, Management, Consulting, Software Development, Enterprise Software
Education
Arizona State University 1981 — 1985
MBA, Computer Information Systems
California Institute of Integral Studies 1973 — 1975
MA, Counseling Psychology
Antioch University 1968 — 1972
BA, Communications
Prudential Financial September 2011 - Present
Prudential Financial January 2009 - September 2011
Prudential Financial January 2005 - November 2009
Prudential Financial 1989 - 2008
Prudential Financial April 2004 - January 2005
CIGNA Retirement and Investment Services November 1989 - April 2004
CIGNA 1989 - 2004
Skills
Pega PRPC, Integration, Recruiting, SDLC, Business Requirements, Requirements Gathering, Requirements Analysis, Enterprise Architecture, Consulting, SOA, Business Process Design, Business Process..., Agile Methodologies, DB2, Oracle, Business Process
Education
State University of New York College at Plattsburgh 1985 — 1989
Economics
O'Neil Accounting & Consulting LLC 2001 - Present
Albertus Magnus College February 2015 - Present
CIGNA Retirement and Investment Services January 1998 - December 2001
CIGNA Financial Development Program January 1996 - November 2001
CIGNA Retirement and Investment Services 1996 - 1998
Hancock Natural Resource Group 1992 - 1996
Ernst & Young 1988 - 1992
Skills
Budget, Financial Analysis, Insurance, Mergers, Forecasting, Project Management, Strategic Planning, Process Improvement, Accounting, Healthcare, Financial Modeling, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Reporting, Management
Education
The University of Connecticut School of Business 1996 — 2000
MBA, Marketing
College of the Holy Cross 1984 — 1988
BA, Economics/Accounting
TEKsystems (on assignment at Anthem Blue Cross Blue Shield) March 2015 - Present
Aetna Inc. February 2009 - December 2013
Aetna Inc. March 2007 - February 2009
Aetna July 2005 - March 2007
Prudential (acquired CIGNA Retirement and Investment Services) April 2004 - April 2005
CIGNA Retirement and Investment Services July 1997 - April 2004
CIGNA Retirement and Investment Services May 1993 - July 1997
CIGNA Retirement and Investment Services August 1990 - May 1993
Skills
Business Process..., SDLC, Program Management, Software Documentation, Business Analysis, Management, Software Project..., Business Requirements, Quality Assurance, Project Management, Testing, Visio, Integration, Requirements Gathering, Project Planning
Education
Lasell College 2011 — 2015
Master of Science (M.S.), Communications with a concentration in Integrated Mareketing, 3.889
University of Maryland University College 2001 — 2010
Bachelor of Arts, Communications; Journalism, 3.789
Central Connecticut State University
CÜR Media, Inc. February 2014 - Present
BlumShapiro - Accounting, Tax & Business consulting June 2011 - Present
BlumShapiro May 2005 - June 2011
CIGNA Healthcare April 2001 - May 2002
CIGNA Retirement and Investment Services January 2000 - April 2001
CIGNA - Benefits Access Inc. January 1999 - January 2000
CIGNA Healthcare February 1996 - December 1998
CIGNA - Financial, Marketing & Strategy January 1995 - February 1996
CIGNA Individual Insurance - CIGNA Financial Advisors September 1993 - January 1995
CIGNA Retirement and Investment Services January 1992 - September 1993
Education
Bentley University 1984 — 1988
BS Accountancy, Accounting
Wethersfield High School 1981 — 1984
Granite Properties February 2007 - Present
Archon Group September 2003 - February 2007
Cigna Retirement and Investment Services February 1997 - May 2003
Skills
Accounts Payable, Due Diligence, Budgets, Finance, Financial Reporting, Financial Audits, Accounting, Leases, Corporate Budgeting, Reforecasting, Sales & Use Tax, 1099 Preparation, Property Budgeting, P&L Ownership, JD Edwards, Nexus Payable, Intercompany, Property Management, Management, Financial Statements
Education
Central Connecticut State University 1988 — 1991
Bachelor of Science, Accounting
Babson Capital Management December 2008 - Present
Commonfund June 2007 - December 2008
Shenkman Capital Management May 2003 - March 2007
Colonial Consulting LLC August 1997 - May 2003
CIGNA Retirement and Investment Services November 1996 - August 1997
Skills
Fixed Income, Alternative Investments, Hedge Funds, Institutional..., Investment Management, Mutual Funds, Equities, Investment Strategies, Asset Management, Asset Allocation, Asset Managment
Education
University of Connecticut 1988 — 1992
Bachelor of Science (B.S.), Finance, Magna Cum Laude
RE/MAX Fine Homes, Wayne, PA February 2013 - Present
Main Line Home Staging and Design, LLC September 2010 - Present
Keller Williams Realty - Devon/Wayne 2010 - February 2013
Keller Williams Realty November 2011 - January 2013
SEI Investments November 1999 - February 2010
CIGNA Retirement and Investment Services June 1996 - November 1999
Dreyfus Corp September 1987 - June 1996
Skills
Real Estate, Investment Properties, Investments, Home Staging, Property, Sales, Marketing, First Time Home Buyers, Luxury, Real Estate Transactions, Buyer Representation, Condos, Residential Homes, Selling, Team Building, Relocation, Leadership, Buyers, Real Estate Development, Single Family Homes, Management, Sellers, Investors, Referrals, New Home Sales, Seniors, Real Estate Staging, Training, Strategy, Financial Services, Listings, Property Management, Real Estate Coaching, Townhomes
Education
Suburban West REALTORS Association
Real Estate Designations, Real Estate Continuing Education
Polley Associates
NAR Green Designation for Real Estate
Penn State University 1981 — 1985
BS, Finance
The American College
Chartered Advisor in Philanthropy
Retirement Benefits Group April 2012 - Present
HighMark Capital Management March 2009 - March 2012
Waddell & Reed/Ivy Funds January 2007 - December 2008
Wells Fargo Institutional Trust Services 2005 - 2006
Strong Capital Management 1999 - 2005
Cigna Retirement and Investment Services 1995 - 1999
KeyCorp, Cleveland, OH 1993 - 1995
Merrill Lynch & Co., Inc, Akron and Cleveland OH 1983 - 1993
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Sales, Wealth Management
Education
The University of Akron 1978 — 1982
Bachelor of Arts, Business Management and Marketing
Prudential Financial September 2015 - Present
Voya Financial July 2014 - August 2015
ING June 2011 - June 2014
ING March 2010 - May 2011
ING February 2008 - February 2010
ING October 2006 - January 2008
ING November 2004 - September 2006
ING November 2003 - October 2004
CIGNA Retirement and Investment Services December 2002 - October 2003
CIGNA Retirement and Investment Services May 2000 - November 2002
Skills
Actuarial Science, ALM, Insurance, Financial Modeling, Variable Annuities, Pricing & Risk..., Retirement, Risk Management, Fixed Annuities, Valuation, Defined Contribution, Financial Services
Education
Rutgers University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics & History
Rutgers University-New Brunswick
Securian Financial Group July 2014 - Present
Securian Financial Group November 2004 - July 2014
Accredited Investors, Inc. February 1995 - November 2004
CIGNA Retirement and Investment Services June 1993 - February 1995
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Equities, Strategic Financial..., Due Diligence, Investment Management, Investment Advisory, Finance, Financial Planning
Education
Loras College
Bachelor of Arts, Degree, Accounting
Cole Valley Software October 2010 - Present
Boy Scouts of America, Chief Seattle Council September 2008 - Present
Girl Scouts of Western Washington October 2004 - Present
oba Office September 2008 - March 2010
Laura Ingalls Wilder Elementary School 2006 - 2007
Burton Valley Preschool September 2001 - May 2004
Cole Valley Software January 1995 - March 1997
CIGNA Retirement and Investment Services March 1994 - January 1995
Howard Johnson & Company June 1986 - January 1995
Skills
Fundraising, Word, Professional Services, Proposal Writing, Consultative Selling, Microsoft Office, Account Management, Administration, Marketing, System Administration, Management, Sales, Selling, CRM, Consulting, Marketing Strategy, Leadership, Business Development, New Business Development, Strategy
Education
University of St. Thomas 1983 — 1986
BA, Economics with a concentration in Mathematics
Gonzaga University 1984 — 1985
BA, Florence
M&T Bank March 2007 - Present
North Fork Bank June 2004 - March 2007
Cigna Retirement and Investment Services April 1999 - May 2004
Fleet Bank November 1992 - March 1999
Fleet Bank March 1987 - March 1999
Fleet Bank April 1987 - October 1992
The Bank of New York March 1981 - March 1987
Skills
Asset Management, Insurance, Mutual Funds, Banking, Customer Relations, Asset Managment, Customer Service, Wealth Management, Investment Management, Financial Services, Equities, Asset Allocation, Securities, Portfolio Management, Retirement, Commercial Banking, Pensions, 401k, Retirement Planning, Series 63, Investment Advisory, Investments, Loans
Education
American Institute of Banking 1981 — 1983
Principles of Banking, Commercial Banking
City University of New York-John Jay College of Criminal Justice 1978 — 1980
Justice, Police Science
Integrated Benefit Services April 2004 - Present
ING, America November 2003 - April 2004
CHILDREN'S DISCOVERY CENTER October 2002 - November 2003
THE HARTFORD LIFE COMPANY May 2001 - May 2002
CIGNA RETIREMENT AND INVESTMENT SERVICES January 1999 - January 2001
CIGNA RETIREMENT AND INVESTMENT SERVICES January 1996 - January 1999
Fleet Bank January 1986 - January 1996
Skills
Fixed Annuities, Insurance, Marketing, Management, Employee Benefits, Sales Management, Brokers, Sales, Budgets, COBRA, Program Management, Retirement Planning, Human Resources, Variable Annuities, Health Insurance, Long-term Care, Strategic Planning, Account Management, 401k, Accident, Customer Service, Term Life Insurance, Underwriting, Disability Insurance, Recruiting, Benefits Administration, Healthcare, Health Savings Accounts, Life Insurance, Investments, Team Building, Business Development, Managed Care, Workers Compensation, Medicare, New Business Development, Universal Life, Critical Illness, Whole Life, Marketing Strategy
Education
Central Connecticut State University
Wellington Management 2009 - Present
Wellington Management 2006 - 2009
Wellington Management 2003 - 2006
Fidelity Investments 1997 - 2003
CIGNA Retirement and Investment Services 1996 - 1997
Fidelity Investments 1988 - 1996
Liberty Mutual 1986 - 1988
Skills
Relationship Management, Investments, Asset Allocation, Equities, Finance, Investment Management, Asset Management, Mutual Funds, Alternative Investments, Leadership, Hedge Funds, Fixed Income, Portfolio Management
Education
Sloan School of Management, M.I.T 1984 — 1986
MS, Management
Dartmouth College 1979 — 1983
BA, Religion
Northwest Bank & Trust Co August 2006 - Present
The Vanguard Group September 2002 - July 2006
CIGNA Retirement and Investment Services June 2001 - September 2002
Skills
Estate Planning, Retirement Planning, Management, IRAs, Investment Management, Investments, Mutual Funds, Retirement, Wealth Management..., Banking
Education
Cannon Retirement Plan Services School 2008 — 2009
Clarke University 1997 — 2001
BA
Lynn Daugerdas Communications October 2008 - Present
CIGNA Retirement and Investment Services January 1997 - September 2003
Heller Financial June 1986 - December 1996
Skills
Leadership, Newsletters, Marketing, Internal Communications, Strategic Communications, Coaching, Change Management, Media Relations, Employee Engagement, Public Speaking, Event Planning, Marketing Communications, Training, Editing, Public Relations, Corporate Communications, Strategy
Education
Purdue University 1984 — 1986
MA, Organizational Communications
Bradley University 1980 — 1984
BS, Communications
UnitedHealth Group May 2014 - Present
UnitedHealth Group November 2010 - Present
UnitedHealth Group October 2007 - November 2010
Welcome Wagon 2005 - 2007
The Day 2003 - 2005
Ortronics 2001 - 2002
CSC 1998 - 2000
CIGNA Retirement and Investment Services 1990 - 1998
Skills
General Ledger, Accounting, Insurance, Financial Analysis, Essbase, Leadership, Health Insurance, Finance, Hyperion Enterprise, Financial Reporting, Variance Analysis, Process Improvement, Strategic Financial..., Forecasting, Financial Modeling, Analysis, Business Process..., Managerial Finance, PeopleSoft, GAAP, Budgets, Financial Accounting, Account Reconciliation, Business Analysis, Internal Controls, Cross-functional Team..., Microsoft Excel, Strategic Planning, Ad Hoc Reporting, Management, Hyperion Planning, Outlook, Team Building, Financial Planning
Education
The University of Connecticut School of Business 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
St. Paul Catholic
The Hartford August 2006 - Present
Hartford Life 2006 - Present
UnitedHealth Group August 2005 - February 2006
UnitedHealth Group April 2003 - April 2005
Cigna Retirement and Investment Services 1997 - 2003
ING Financial Partners 1993 - 1997
Skills
401k, Retirement, Relationship Management
Education
The University of Connecticut School of Business 1986 — 1990
BS
University of Connecticut 1986 — 1990
BS
GMHS
Verisight Inc. April 2015 - Present
Mass Mutual May 2009 - March 2015
Fidelity Investments January 2002 - December 2007
Fidelity Investments June 1997 - December 2001
CIGNA Retirement and Investment Services 1993 - 1997
Education
The University of Connecticut School of Business 1992 — 1995
MBA
Marist College 1985 — 1989
BS
Terryville High School
ING Financial Partners, Inc. December 2008 - Present
ING Financial Partners, Inc. April 1999 - December 2008
CIGNA Retirement and Investment Services June 1996 - April 1999
Aetna Retirement Services 1994 - 1997
Education
Central Connecticut State University 1989 — 2004
BS, Finance
Haddam Killingworth High School 1986 — 1989
Accountemps March 2009 - October 2009
On-Line Systems, Inc May 2008 - August 2008
On-Line Systems, Inc. February 2008 - April 2008
Unisource Worldwide, Inc. May 2006 - September 2007
Unisource Worldwide, Inc. September 2004 - May 2006
The Systems Group July 2003 - October 2003
Computer Alliance, LLC March 2002 - October 2002
United HealthCare January 1998 - February 2002
The Systems Group October 1996 - January 1998
CIGNA Retirement and Investment Services 1994 - 1996
Skills
Manufacturing, Testing
Education
Springfield Technical Community College 1970 — 1971
None, Business Managment
Travelers November 2013 - Present
Prudential Financial April 2012 - October 2013
The Hartford April 2005 - September 2011
The Hartford March 2004 - April 2005
The Hartford September 1999 - March 2004
CIGNA Retirement And Investment Services July 1996 - September 1999
Benefit Concepts 1995 - 1996
State Street Bank 1991 - 1995
Skills
Process Improvement, Cross-functional Team..., Analysis, Leadership, Forecasting, Financial Analysis, Project Management, Finance, Financial Reporting, Strategic Planning, Enterprise Software, Marketing, Variance Analysis, SDLC, Hyperion Enterprise, Business Process, Accounting, Public Speaking, PowerPoint, Budgets, Business Planning, Management, Access, Training, Business Process..., Managerial Finance, Business Analysis, PeopleSoft, Operations Management, Risk Management
Education
University of Hartford 1998 — 2002
MBA, Finance, 3.86
Bryant University 1987 — 1991
BS Business Admin, Accounting
Hartford Investment Management March 2006 - Present
CBRE July 2005 - February 2006
LJ Melody April 2004 - July 2005
CIGNA Retirement and Investment Services September 1997 - March 2004
Blum Shaprio & Company, PC January 1993 - September 1997
Skills
Underwriting, Investment Properties, Loans, Financial Structuring, Due Diligence, Valuation, Financial Modeling, Portfolio Management, Structured Finance, Financial Analysis, Asset Managment
Education
The University of Connecticut School of Business 2001 — 2003
MBA, Finance and International Business
Central Connecticut State University 1988 — 1992
BS, Accounting
Cigna December 2012 - Present
Cigna February 2009 - December 2012
Prudential Financial April 2004 - August 2008
CIGNA Retirement and Investment Services December 2000 - April 2004
CIGNA Retirement and Investment Services June 1996 - December 2000
CIGNA August 1989 - June 1996
Education
The University of Connecticut School of Business 1985 — 1989
BS, Finance
Rockville High School 1981 — 1985
Bank of America Merrill Lynch February 2014 - Present
BANK OF AMERICA MERRILL LYNCH February 2004 - January 2014
LEGG MASON WOOD WALKER INCORPORATED, Bryn Mawr, PA October 2002 - January 2004
CIGNA RETIREMENT AND INVESTMENT SERVICES 1996 - 2002
CIGNA RETIREMENT AND INVESTMENT SERVICES, January 1994 - December 1995
CIGNA RETIREMENT AND INVESTMENT SERVICES January 1982 - December 1993
CIGNA RETIREMENT AND INVESTMENT SERVICES January 1980 - December 1981
Skills
401k, Management, Business Planning, Business Development, Retirement, Defined Benefit, Investments, Employee Communications..., Relationship Management
Education
Holy Family University
BA
Prudential Retirement March 2007 - Present
CIGNA Retirement & Investment Services/Prudential October 2003 - December 2004
CIGNA Retirement and Investment Services May 1997 - September 2003
CIGNA Group Pension Division July 1989 - April 1997
Education
The Gilbert School 1979 — 1983
High School
Central Connecticut State University
Bachelor of Science, Accounting Concentration
HAI Group December 2002 - Present
CIGNA Healthcare December 2001 - December 2002
CIGNA Retirement and Investment Services May 2000 - December 2001
Otis Elevator Company - World Headquarters August 1999 - May 2000
KPMG US September 1996 - August 1999
Ernst & Young January 1995 - May 1995
Skills
Notary Public, Financial Analysis, Underwriting, GAAP, Budgets, Financial Reporting, Risk Management, Insurance, Accounting, Finance, Internal Controls, Sarbanes-Oxley Act, Financial Risk, Sarbanes-Oxley, Enterprise Risk...
Education
The University of Connecticut School of Business 1992 — 1996
Bachelor's degree, Accounting and Finance
Cigna December 2010 - Present
CIGNA 2002 - 2010
CIGNA 1998 - 2002
CIGNA Retirement and Investment Services May 1994 - May 1998
Bretton Woodwork Corp. January 1989 - January 1992
Bedford Woodworks, Inc. May 1982 - December 1988
Skills
Norwegian, Russian, French, Brazilian Portuguese, German, Business Valuation, Mergers & Acquisitions, Strategic Planning, Negotiation, Closing Abilities, Management, Strategy, Mergers, Competitive Analysis, Finance, Healthcare, Insurance, Employee Benefits, Health Insurance
Education
Columbia University - Columbia Business School 1993 — 1994
MBA with Honors, Finance and Operations
Harvard College 1973 — 1977
BA cum laude, Linguistics and Slavic Languages and Literatures
The Standard December 2009 - Present
Standard Retirement Services November 2009 - Present
ING Financial Partners April 2009 - November 2009
Citi/Smith Barney September 2005 - April 2009
ING Financial Services February 2001 - September 2005
CIGNA Financial Services October 1998 - February 2001
CIGNA Retirement and Investment Services October 1997 - October 1998
Prudential Insurance Company of America May 1995 - October 1997
Education
University of Hartford
MBA
Springfield College
Bachelor of Business Management
University of Hartford
MBA, Business
DATAIR Employee Benefit Systems, Inc. 2008 - 2014
ABN AMRO Trust Service Company 2001 - 2006
Scudder Kemper Retirement Services, 1998 - 2000
CIGNA Retirement and Investment Services, 1985 - 1998
Skills
Legal Research, Legal Documents, Legal Compliance, Legal Translation, Qualified Retirement..., Mergers & Acquisitions, Client Relations, Document Review, Document Drafting, Due Diligence, Regulatory Compliance, Corporate Governance, Nonprofit Consulting, Defined Benefit, Defined Contribution, Audits of Employee..., EPCRS, Retirement Plan..., Preparation - Form 5300..., government fillings
Education
The John Marshall Law School
University of Illinois at Urbana-Champaign
Bachelor's of Science, Business Education/Marketing